Quick summary
This tutorial shows how to create a dashboard in HubSpot using the Reporting and Data section, where you can select a template, choose relevant reports, and customize your layout. Once created, the dashboard can be updated at any time by adding new reports covering website traffic, leads, and sales performance.
Steps
- Go to Reporting and Data from the main navigation.
- Select Dashboards from the menu.
- Click on Create dashboard in the top right.
- Choose a dashboard template that matches your requirement (e.g., Marketing Performance).
- Review the reports included in the template and select only the ones you need.
- Provide a name for your dashboard, set access levels, and click Create dashboard to finalize.
- Click Go to your dashboard to view the newly created dashboard.
- Switch between dashboards using the dropdown button at the top.
- Drag and drop reports to rearrange them and customize their appearance.
- Click the Add reports button to include additional data such as website traffic, leads, or sales.
